Filed April 11, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,769 | $148,978-55.2% | $200,582-66.7% | $84,808-21.3% |
| Participation rate | 72.5% | 84.2%-11.7pp | 86.9%-14.4pp | 68.3%+4.2pp |
| Annual return | 11.23% | 28.16%-16.9pp | 42.33%-31.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $452 | $4,815-90.6% | $6,419-93.0% | $2,631-82.8% |
| Participant deferral / active EE | $2,724 | $7,142-61.9% | $9,331-70.8% | $4,212-35.3% |
| Admin fee / account holder | $2,644 | $13,977-81.1% | $16,305-83.8% | $7,344-64.0% |